Summer Bethune
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab Bank SsbMay 2023 to now
- Charles Schwab & Co., Inc.Jan 2023 to now
- TD AmeritradeDec 2019 to Jun 2024
- C & A IndustriesOct 2019 to Nov 2019
- Nelnet Diversified Solutions, LLC.Nov 2016 to Oct 2019
- Benchmark Redevelopment Inc.May 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7205530
- Firm CRD
- 5393